Lpl welcomes synergy wealth strategies

San diego, april 23, 2025 (globe newswire) -- lpl financial llc announced today that financial advisor james “jim” verdi, cfp®, has joined lpl financial's broker-dealer, registered investment advisor (ria) and custodial platforms. he reported serving approximately $350 million in advisory, brokerage and retirement plan assets* and joins lpl from osaic.
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